About Us

Donna M. Maier

    Donna M. Maier is a Certified Divorce Financial Analyst, working with individuals who are faced with the issues of divided marital assets due to divorce.  To date, Donna has successfully contributed to over 500 divorce settlements for her clients.  A commercial banker for more than 20 years, her credentials include an MBA in both Finance and Marketing from the University of Rochester’s Simon School.  She also holds the designation of Certified Valuation Analyst, or CVA, from the National Association of Certified Valuation Analysts (NACVA) to conduct closely held business valuations for clients.  She has lectured on various topics at YWCA/AARP, MCC, RIT’s HR Masters Program, the Collaborative Law Association of the Rochester Area (CLARA), and the International Academy of Collaborative Professionals (IACP), both nationally as well as internationally.  Donna is a member of the IACP, IACLP (Ithaca Area Collaborative Board Professionals), board member and past president of CLARA, past board member of the National Association of Women Business Owners.    She has previously held both her securities and life insurance broker's licenses.

Keith A. Maier

  Keith A. Maier is a CERTIFIED FINANCIAL PLANNER™ practitioner who has been in practice for over 30 years.  Keith is a past president of the Upstate New York Chapter of the Financial Planning Association and has served on the advisory board for the Journal of Financial Planning.  Keith also has had the distinction of being designated as a Financial Industry Regulatory Authority (FINRA) Arbitrator.  He is a licensed agent of various insurance companies.  He is the former chairman of the Planning Board for the Town of Mendon, the Zoning Board of Appeals for the Town of Victor and has served in various capacities on other municipal boards and committees.  He has lectured nationally for the American Institute of Certified Public Accountants, the Financial Planning Association, the New York State Retirement System, Fortune 500 firms and locally on variety of topics including stock option strategies, Exchange Traded funds, practice management and fiduciary topics. 

1175 Pittsford Victor Road, Suite 220 Pittsford, NY 14534   585/586-4230